Jim Hammel
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Articles
Recent activity by Jim Hammel-
Assign Operators and Equipment
There are two main ways in which you are can assign operators and equipment to a job. The first way is to open the job you wish to assign the resources to. Assign Resources from Job Screen (First M...
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Track Changes to Employee Records
New Feature to track changes to employee recordsHow does this feature work?You are now able to track changes made to an employee record, including who and when made the change and what type of chan...
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Edit Payroll Period
Set a start and end date of the payroll period.The interval, which you set here (week, month or other), will be set automatically for the next period, after you closed this one. You can change it i...
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Cancel/Reschedule a Cancelled Job
There are two methods how you can cancel a job Cancel a Job from Dispatch Central grid Right-click on the job row from Dispatch Central. Select the last option Cancel Selected Job. In the Job Ca...
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Out Of Office Operators
OverviewA user with the appropriate rights can set different "Out of Office" reasons for Operators. There are two pre-defined ones – "On Call" and "Vacation". The user can also define custom ones, ...
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Generate Payroll
This procedure is done to generate all clock-in/clock-out times, payroll tasks times and other data needed for the Payroll functionalities. Do this generation every time when you have changed or ap...
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Customize the Dispatch Central
There are a number of different features that allow you to customize your Dispatch Central to make it look the way you would like. Re-arrange the columns You can drag and drop columns around the di...
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How to Ban an Employee From a Customer or Jobsite
If you need to ban a customer from a specific customer or jobsite, here are the steps to follow:- Go to Human Resources > Employee and double click on the operator you would like to ban:2. Next, se...
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Discrepancies
If there is missing or incorrect information in the job tickets, and therefore in the payroll times, Rapid ERP creates ‘Discrepancies.’ Some discrepancies can be ignored, but most must be corrected...
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Use Icons and Colors
There are many different icons and color coding in Rapid ERP that helps you identify different meanings throughout the program. Below is a list and image references of all color coding. Bold text...